Fixed income (FI) is a cornerstone of traditionally balanced investment portfolios, offering stable
income, varying liquidity, and a relatively low risk profile. Given the prevalence and diversity of FI
investment opportunities, families who wish to create or expand an impact investment portfolio
may find FI to be a good place to start.

Families are making FI impact investments across sectors, geographies, and return profiles.
The purpose of this primer is to explore the different ways families make FI impact investments in
order to achieve their impact and financial objectives. This primer is intended to be explanatory,
and not a source of investment advice.